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February 19, 2021

Wealth, Health, & Happiness: 35 Plus Years in The Financial Planning Biz

As I sat down to write this summary blog I had to really fight the urge. The urge was to write an obvious blog stating how Irv and his impressive staff joining our firm will enhance both practices. Or how much Irv has devoted to his craft. The list goes on of things I could share about how excited I am for this business deal and most importantly, to what this means to you our valued clients or future clients from a value we are able to deliver.

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Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

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Diversified welcomes Renae Ransdell and team managing our newest office in Northampton, Mass. Click below to learn more:

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